VWM

Vector Wealth Management Portfolio holdings

AUM $142M
1-Year Est. Return 10.42%
This Quarter Est. Return
1 Year Est. Return
+10.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.63M
3
+$972K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$699K
5
VUG icon
Vanguard Growth ETF
VUG
+$361K

Top Sells

1
+$467K
2
+$197K
3
+$157K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$96.6K
5
XOM icon
Exxon Mobil
XOM
+$84.9K

Sector Composition

1 Technology 6.82%
2 Industrials 6.51%
3 Healthcare 4.05%
4 Consumer Staples 2.23%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$726K 0.57%
5,502
-76
27
$670K 0.52%
8,432
-130
28
$653K 0.51%
21,326
+154
29
$648K 0.51%
6,311
+43
30
$623K 0.49%
8,576
+6
31
$621K 0.48%
11,490
+910
32
$550K 0.43%
4,671
+38
33
$528K 0.41%
4,016
+1
34
$469K 0.37%
3,548
+39
35
$458K 0.36%
19,322
+5
36
$439K 0.34%
7,116
37
$419K 0.33%
5,389
38
$396K 0.31%
15,241
39
$395K 0.31%
3,771
+49
40
$394K 0.31%
4,500
-29
41
$390K 0.3%
11,315
-450
42
$374K 0.29%
7,433
+131
43
$370K 0.29%
3,286
44
$367K 0.29%
6,254
+2,606
45
$362K 0.28%
9,850
46
$358K 0.28%
6,139
+94
47
$357K 0.28%
3,967
+149
48
$356K 0.28%
6,470
+2,442
49
$354K 0.28%
8,455
-11,150
50
$338K 0.26%
8,920
-220
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